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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,181 | $29,051-92.5% | $52,425-95.8% | $67,986-96.8% |
| Participation rate | 45.4% | 30.4%+15.0pp | 55.6%-10.2pp | 57.2%-11.8pp |
| Annual return | 22.16% | 24.00%-1.8pp | 302.12%-280.0pp | 31.67%-9.5pp |
| Employer contribution / active EE | $195 | $412-52.5% | $914-78.6% | $2,019-90.3% |
| Participant deferral / active EE | $439 | $873-49.7% | $1,790-75.5% | $3,358-86.9% |
| Admin fee / account holder | $542 | $2,113-74.3% | $2,495-78.3% | $3,203-83.1% |